Template-based treatment plan creation and sharing

Purpose

1.1. Enable alternative medicine practitioners to generate, personalize, and distribute patient treatment plans automatically, reducing manual tasks, improving accuracy, ensuring compliance, and enhancing patient communication across modalities like acupuncture, homeopathy, naturopathy, and herbalism.

Trigger Conditions

2.1. New patient intake form submission.
2.2. Practitioner completes initial diagnosis or consultation note.
2.3. Scheduled treatment plan review (e.g., recurring monthly review).
2.4. Patient requests plan update via patient portal or email.
2.5. Triggered by integration with EHR/EMR or CRM update.

Platform Variants

3.1. Google Docs API
• Feature/Setting: Document creation/editing; configure template auto-fill via Docs API and share with patient email.
3.2. Microsoft Power Automate (SharePoint + Word)
• Feature/Setting: Word template auto-complete with dynamic fields and SharePoint sharing.
3.3. DocuSign Rooms API
• Feature/Setting: Automated document generation/signature request via DocuSign templates (POST /envelopes).
3.4. Zapier Webhooks
• Feature/Setting: Trigger document creation workflow based on CRM or form input (Zap trigger: Webhooks by Zapier).
3.5. Jotform API
• Feature/Setting: Intake form triggers PDF template fill and automated email sharing via Jotform email settings.
3.6. Salesforce Flow (Health Cloud)
• Feature/Setting: Auto-generate treatment plan records and email PDF using Flow Builder.
3.7. PandaDoc API
• Feature/Setting: Auto-populate fields in stored treatment plan template and send via send_document method.
3.8. Formstack Documents
• Feature/Setting: Merge patient data into pre-set plans; delivery via secure DocSend links/email.
3.9. Notion API
• Feature/Setting: Auto-create pages or database entries for patient plans; share via controlled page sharing.
3.10. Monday.com Automations
• Feature/Setting: Board trigger creates document from template and emails patient (integration with Google Docs/Outlook).
3.11. Airtable Automations
• Feature/Setting: Form submission triggers Script block that fills out and emails template using scripting.
3.12. HubSpot Workflows
• Feature/Setting: Contact property/engagement triggers workflow to create treatment document and email via Office 365 integration.
3.13. Slack Workflow Builder
• Feature/Setting: Intakes trigger workflow step; document sent for review via Slack and then shared externally.
3.14. Dropbox Sign (formerly HelloSign)
• Feature/Setting: Template argument API for doc generation and secure send for signature.
3.15. Freshdesk Workflow Automator
• Feature/Setting: Patient inquiry triggers automated form/template send and ticket update.
3.16. Adobe Sign API
• Feature/Setting: Template document filled and sent for signing via POST /agreements.
3.17. Integrately
• Feature/Setting: Cross-app automated flow between form, docs, and email channels.
3.18. Box Platform (Box Skills)
• Feature/Setting: Auto-generate plans in Box from templates; send notifications via Box Skills webhook.
3.19. Trello Automation (Butler)
• Feature/Setting: Card activity triggers automated doc link creation and sharing.
3.20. Asana Rules
• Feature/Setting: Task completion triggers custom field merge and email/send treatment template to patient.

Benefits

4.1. Rapid, error-free plan creation and distribution.
4.2. Enhanced patient compliance and satisfaction.
4.3. Improved practitioner workflow and document security.
4.4. Scalable process for multi-modal practice management.
4.5. Consistency and compliance with regulatory documentation standards.